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How to automatically set up update benefits process in Sage HRMS

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Description

Setup update benefits automatically

Cause


Resolution

There’s an option to Automatically Recalculate benefits in Enterprise setup to consider.

From the Navigation Pane select Setup, System, Enterprise Setup on the Enterprise Options tab.

The four options are:

Daily – to update benefits only when the user logs into Sage HRMS. If you select this option, Sage HRMS won’t update benefits when the user changes Employee pages.

By Employee – to update benefits only when the user makes changes on Employee pages that trigger Sage HRMS to update benefits. If you select this option, Sage HRMS won’t update benefits when the user logs into Sage HRMS.

Daily and By Employee – to update benefits when the user logs into Sage HRMS and when the user makes changes on Employee pages that trigger Sage HRMS to update benefits.

Never – to manually update benefits.

Tip: When setting up a new system, select Daily or Never to prevent the system from updating after every change.